Filed December 4, 2019
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,665 | $59,456+23.9% | $93,669-21.4% | $74,429-1.0% |
| Participation rate | 90.7% | 59.6%+31.0pp | 68.7%+21.9pp | 67.2%+23.5pp |
| Annual return | -31.12% | 82.00%-113.1pp | 133.59%-164.7pp | 1368.38%-1399.5pp |
| Employer contribution / active EE | $12,782 | $1,266+909.7% | $2,424+427.4% | $2,625+387.0% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,416-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $3,026-100.0% | $8,291-100.0% | $1,944-100.0% |